Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
in practicality, nothing has changed nor will change.
a. this ruling is a stay, trump will rely on scotus and ignore if needed, congress continues to abandon its tariff mandate.
b. multiple other paths exist for trump to threaten\declare tariffs un…
there is an inspiring list of innovations spouted by trump to industries of all flavors, him being a unique expert in all.
my take is that AMD is more than happy for intel to be forced to act on strategic advice from trump and his anti-STEM MAGA mor…
here comes the part where wasting taxpayer money on trump's personal vendattas is somehow making $billions for MAGA.
i.e., the usual level of comprehension regarding causation\correlation.
given giroux help structure the trp org split, and heads half, i doubt he is leaving.
but that is the primary reason he has less time for individual stocks, not the 'cap app' expansion.
if one covers enough grantham material, it is clear that his experience prioritizes survival\defense over timing bubbles.
he has long since abandoned AUM as any kind of marker for his strategy; GMO is far above the minimum needed for a firm its si…
consider this an intermediate step between flogging bibles and sneakers.
the trump family has progressed to scams now in the cumulative billions, and the capital originates or either is funneled overseas, presumably beyond the reach of future DoJ.…
anyone casually familiar with the role of equity within asset allocation would know that malkiel is in the top tier of practical academics, including bill bernstein and mike mauboussin.
malkiel deserves some benefit-of-doubt, basically providing the…
although i enjoy reading marks to get re-centered, he is infuriating when it comes to practical execution.
my biggest gripe is although he has written reams on risk, he has never gone through (for the public) the hierarchy of methods for its estima…
investors were given a temp reprieve by the gop being too unmotivated to find a grift-worthy angle against munis and the like.
the environment has gotten fierce for state gov environments, as corporates look to evade taxes that help fund regional …
most quantitative information points to a fairly long life for the EU defense sector, pulling up EU economies in general. there is some fuzziness around how long certain EU military buys must continue from america to retain critical platform compat…
MAGA\Qanon are about potentially persecuting anyone not trump nor strongly supported by trump.
what is it called when you parrot trump regardless of past actions and facts? an initial job screen.
m* recently dinged primecap for sticking with companies where their lauded active process did not indicate longterm impairment.
momentum factor creep means m* metal ratings are nudging towards index correlation...someone motivated (like iav) should…
for those so far unaware, MAGA believes their mandate extends to how all friendlies run their economies, even if grift is not the obvious goal :
https://www.japantimes.co.jp/business/2025/08/14/economy/bessent-rates-japan/
(no scam nor culture wa…
prior to the 2024 election, trump was on the hook for ~1b in real estate debt, and another ~0.5b in litigation fees. also, melania never made a single dime other than her, uh, historical asset sale to donald.
thanks to the potus win, they suddenl…
giroux is probably correct on rulings but incorrect on net effect. trump has many paths to tariffs. as long as the gop support grift without repercussions, one should assume delays and rulings will ensure stays for the remaining 4 years.
there is …
i must admit to being a longtime reader for the audacious (sometimes atrocious) nature of assets kuppy would buy. but the 'never losing' and politics was tiring, and 2025q2 is a partial but marked change.
maybe because doge edgelord got destroyed by pair of kids age 15 ?
https://www.mutualfundobserver.com/discuss/discussion/comment/196321/#Comment_196321
no perfectly clean way w/out private retail info.
if i recall, vanguard has some funds with no retail access to any class whatsoever, but unsure of relative size.
speaking of doge, maybe this and his ilk should consider different real world nicknames after getting crushed by a pair of 15 yr old kids :
https://www.newsweek.com/edward-coristine-big-balls-doge-attacked-washington-dc-donald-trump-2109443
musk …
it used to be that sovereign wealth funds were for countries that had huge liquidity surpluses; not for those worried their debt interest rate payments exceed defense spending, a noted harbinger for past empires.
but with a potus unable to math , …
knowing something is working via zero causation and correlation is a hallmark of MAGA education.
jr.high diploma revoked , time to run as a gop candidate.
i discriminate against astrology based on verifiable hit rate of of their rarely specific forecasts.
banks discriminate against trump based on his verifiable bankruptcies.
squirrels discriminate against hawks because of the food chain.
isn't darw…
anyone with jr. high reading comprehension and interest in the subject would know that russia 100% interfered in favor of trump AND that the steele appendix was clearly labeled as unvetted, and only included due to comey's fear of being accused of h…
anyone with a decent STEM background could see RFK (or his writers) were struggling with delivering a minimum amount of technical words to substitute for evidence based medicine.
they know their audience, and probably the majority of voters in gen…
there is no chance these MAGA pols could survive a real defection from trump.
nor will it make them any smarter.
if\when trump starts opining on midterms, they will be back 10X.
quick update...
received 2 letters from SSA on this, before and after our reply #1 where we suspected phishing entirely.
SSA letter #2 : indicated the query was prompted by recent reform of overcounting income from certain groups that were exempt …
to be clear, this is in no way unusual for every trump decision being for personal benefit, be it financial or political.
just because his benefit may be delayed is no reason to ignore 6 decades of such behavior, and then moving on to the next round…
user on both ends, epic is crap for both healthcare staff and patients.
this tells all needed regarding how bad cerner remains, and why it is naive to think a pure tech acquirer is capable of helping. but rest assured oracle contributed to new pr…
i would say the real dismay by foreign allies lies with a populace capable of voting in someone like trump, and his downticket gop lackeys, twice. this cohort is across all age profiles , and in some form will not be going away nor getting smarter.…
i also still have to struggle with multiple tools (m*,finviz,seekingalpha,risksmith), not even counting screeners.
in a feeble attempt to get AI to cobble some information together in a preferred form, i had a small bit of success from public (non …
as i heard on a recent podcast, the global reallocation of capital will lag the reallocation of trust.
and yeah, i dont need some trading genius to tell me to look out the window to see if the immediate weather is good.
greetings from the 3rd world. turkey also had fired its head of stats after a much too truthful inflation report, which was obvious to anyone on the planet looking at public and black market currency exchange.
https://archive.ph/YJ5S0
i guess if…
trump 2.0 long realized despite being a cult leader, america is far too big for any 1 man to supply the volume of lies craved by the gop.
some effects of lies will be too late, but many will be ignored in the church of cognitive dissonance.
